1. Engaging Employees in HR Decision-Support Tools – Web Site Techniques Serwar Ahmed Pacific Business Group on Health Consumer Engagement Forum February 27, 2008

2. © Pacific Business Group on Health, 2008 2 Engaging employees in health benefits decision support online* PBGH Member Practices Navigation to & from decision support Organization of tools & information Learn: education content Consider trade-offs: decision support engagement Do: choice transactions * Please see slide notes below

3. © Pacific Business Group on Health, 2008 3 Navigation to decision support tools using PBGH Plan Chooser  Example 1 – through Open Enrollment Site  Decision support tools organized in “toolkit menu”

4. © Pacific Business Group on Health, 2008 4 Navigation to decision support tools using PBGH Plan Chooser  Example 2 – Through “MyBENEFITS” Portal

5. © Pacific Business Group on Health, 2008 5 Chooser proximity to benefits home page How many licks does it take to get to the Tootsie Roll center of a Tootsie Pop? (Answer = 3)

6. © Pacific Business Group on Health, 2008 6 Chooser proximity to open enrollment site 6 of 8 employers had a chooser link somewhere on the Open Enrollment page.  In many cases other decision support tools occupied the same real estate on the pages.

7. © Pacific Business Group on Health, 2008 7 Benefits page: ways to organize and promote decision support tools  Estimate Your Life Insurance Needs  Medical Plan Chooser Tool  Compare Your Dental Options

8. © Pacific Business Group on Health, 2008 8 Organizing placement of decision support tools  3 candidate locations for placing a link to the decision support tools on the benefits page In a toolbar/ sidebar of main page In the main content area of page

9. © Pacific Business Group on Health, 2008 9 Organizing placement of decision support tools In the navigation bar at the top of the main page

10. © Pacific Business Group on Health, 2008 10 Promotion text to attract user to open the decision support tool  Options to prompt user to open/investigate the decision support tool  How does the promotion of the tool add value to the user?  How does it factor in a decision to open the tool? A brief and short description or phrase A detailed description – tell user value to them

11. © Pacific Business Group on Health, 2008 11 Promotion text to attract user to open the decision support tool No description (only the title of the link) Link is placed on a toolbar/ sidebar

12. © Pacific Business Group on Health, 2008 12 Moving from decision support to choice transactions: The “Do” phase  How many clicks/pages does it take to get from the link to the Chooser to the link/page to enroll in a plan? ENROLL * 0 indicates the enrollment link and Chooser link was on the same page ENROLL

13. © Pacific Business Group on Health, 2008 13 Moving from decision support to choice transactions: The “Do” phase  Examples of guiding the individual from decision support to completing transactions

14. © Pacific Business Group on Health, 2008 14 Wrapping it up  PBGH members considered different approaches in presenting decision support tools on their websites  Fundamental premise is to:  Educate  Allow employee to compare, make trade-offs  Guide them to execute